JFS Wealth Advisors’s StoneX SNEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.63K Hold
2025
Q2
$3.28K Buy
2025
Q1
$2.29K Buy
2024
Q4
$1.47K Buy
2024
Q3
$901 Buy
2024
Q2
$754 Hold
2024
Q1
$703 Hold
2023
Q4
$739 Sell
2023
Q3
$679 Buy
2023
Q2
$499 Buy
2023
Q1
$415 Buy
2022
Q4
$95 Buy